Find or create the account sale
While on the account sale screen select manage account
Select account options.
In the payment terms field select the terms from the drop down list.
If you are charging finance, next to finance charge select yes and enter in the percentage
If you want to place a limit on the account, enter that amount in the account limit field.
Select save changes.
Note: You can set up the default payment terms and account limit for all account sales by going to utilities, sales, account sales. These defaults once set up will apply for all new account sales. You can then override the default by using the steps above.
